See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,307 | $58,208-61.7% | $81,812-72.7% | $80,856-72.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.76% | 41.66%-27.9pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,282 | $2,340+83.0% | $2,912+47.0% | $2,755+55.4% |
| Participant deferral / active EE | $6,295 | $3,281+91.9% | $4,319+45.8% | $4,296+46.5% |
| Admin fee / account holder | $4,221 | $4,981-15.3% | $7,386-42.9% | $6,918-39.0% |